Accessing Special Actions for Reviewers

You can access and use special actions for reviewers on the My Responsibilities page.

The Force Submit and Unapprove options are two special actions that reviewers can use when working with forecasts.
  1. Select Forecasting > My Responsibilities from the menu.
  2. Select the My Reviewees tab.
  3. Select a situation and follow the corresponding steps.
    Situation Steps
    Forcing a Forecast Submission

    There can be times when you, as a reviewer, must submit a forecast on behalf of an end user or another reviewer in your review chain. This action keeps the forecasting process moving if an end user forgets to submit a forecast or is out of the office for a period.

    1. Verify that you are viewing either the Pending or In Progress organization sections.

      The Pending section allows you to Force Submit an organization's forecast on behalf of a user below your direct reviewee.

      The In Progress section allows you to Force Submit an organization's forecast on behalf of your direct reviewee.

    2. Select Force Submit to submit the forecast for review.

      The forecast appears as Submitted in the Status column in the Submitted section.
    Unapproving a Forecast

    After you approve a forecast as a reviewer, you can also unapprove the forecast. This action pushes the forecast down to the original submitter and makes the forecast non-editable for you. This action is like the Reject action but occurs after the forecast was approved.

    1. Verify you are viewing the Approved organization section.

    2. Select Unapprove to send a forecast back to the end user.

      The forecast appears as In Progress in the Status column in the In Progress section.
Parent topic: Distributed Forecasting Training Videos - Review and Approval Process